Q1 2019 season
Filings
| EgertonJohn Armitage | Aug 3 | $14.2B | 261 amend. | 4 | 4 |
| FPASteven Romick | May 24 | $11.4B | 1291 amend. | 10 | 12 |
| MuhlenkampJeff Muhlenkamp | May 23 | $211M | 32 | 5 | 4 |
| VulcanC.T. Fitzpatrick | May 16 | $11.6B | 541 amend. | 2 | 4 |
| Abrams BisonGavin Abrams | May 15 | $899M | 8 | 0 | 0 |
| AltimeterBrad Gerstner | May 15 | $2.9B | 23 | 3 | 4 |
| AppaloosaDavid Tepper | May 15 | $3.4B | 22 | 8 | 8 |
| ArielJohn Rogers | May 15 | $8.0B | 154 | 3 | 6 |
| AtlanticAlex Roepers | May 15 | $391M | 18 | 5 | 9 |
| BaronRon Baron | May 15 | $23.6B | 357 | 18 | 30 |
| BaupostSeth Klarman | May 15 | $11.5B | 33 | 8 | 10 |
| BerkshireGreg Abel | May 15 | $199.5B | 48 | 1 | 1 |
| CASClifford Sosin | May 15 | $335M | 4 | 0 | 1 |
| CausewaySarah Ketterer | May 15 | $9.9B | 89 | 10 | 11 |
| CenturyArnold Van Den Berg | May 15 | $727M | 66 | 2 | 6 |
| CoatuePhilippe Laffont | May 15 | $9.0B | 116 | 39 | 33 |
| CoopermanLeon Cooperman | May 15 | $1.6B | 55 | 23 | 3 |
| D1Daniel Sundheim | May 15 | $5.5B | 22 | 6 | 16 |
| DorseyPat Dorsey | May 15 | $398M | 9 | 1 | 3 |
| DuquesneStanley Druckenmiller | May 15 | $3.4B | 61 | 40 | 9 |
Shared moves
Where the managers disagree
| GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C | 19+15.62 pp | 15-13.24 pp | +2.38 pp |
| METAMeta Platforms, Inc. Class A | 16+23.32 pp | 16-11.12 pp | +12.20 pp |
| MSFTMicrosoft Corp | 13+16.20 pp | 18-16.02 pp | +0.18 pp |
| AMZNAmazon.Com Inc | 9+17.84 pp | 12-23.92 pp | -6.08 pp |
| BABAAlibaba Group Holding Limited | 12+12.75 pp | 9-15.43 pp | -2.68 pp |
| WFCWells Fargo & Co. | 8+2.12 pp | 10-7.10 pp | -4.98 pp |
| BRK.ABRK.A · BRK.BBerkshire Hathaway Inc. | 7+10.86 pp | 11-16.80 pp | -5.94 pp |
| VVISA Inc. | 9+21.35 pp | 8-5.55 pp | +15.80 pp |
| MAMastercard Incorporated | 7+8.95 pp | 10-4.70 pp | +4.25 pp |
| BKNGBooking Holdings Inc. | 8+8.40 pp | 8-6.93 pp | +1.47 pp |
Most widely held
| GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C | 4.6% | 19.9% | |
| MSFTMicrosoft Corp | 3.1% | 17.7% | |
| METAMeta Platforms, Inc. Class A | 3.1% | 27.9% | |
| VVISA Inc. | 2.5% | 18.6% | |
| AMZNAmazon.Com Inc | 2.8% | 15.8% | |
| BRK.ABRK.A · BRK.BBerkshire Hathaway Inc. | 7.7% | 53.0% | |
| MAMastercard Incorporated | 2.4% | 13.6% | |
| WFCWells Fargo & Co. | 2.1% | 52.1% | |
| AAPLApple Inc. | 0.2% | 56.6% | |
| BABAAlibaba Group Holding Limited | 2.5% | 9.8% |
Across the managers
| FOXAFox Corporation Class A | 8.7% | |
| LYFTLyft, Inc. Class A | 0.5% | |
| FOXFox Corporation Class B | 3.1% | |
| MEDMedifast, Inc. | 0.2% | |
| CPRICapri Holdings Limited | 0.1% | |
| unresolvedChurchill Capital Corp | 0.2% | |
| CVETCovetrus, Inc. | 0.7% | |
| FUTUFutu Holdings Limited | 0.0% | |
| unresolvedGty Technology Holdings Inc | 0.0% | |
| TWNKHostess Brands, Inc. Class A | 0.1% |
Streaks ended
A streak ends in the quarter the name leaves the book. The record begins with the XML era, Q2 2013: 23 quarters up to the prior season.